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The dashboard consists of the follow areas

  • Tiles

  • Recent

  • Favorites

  • Hamburger Menu

Hamburger Menu

  • Three bars in upper left corner

Tile Modules

  • Projects

  • Companies

  • Contacts

  • Installations

  • Appointments

Recently Opened

  • Shows that last three records opened

Favorite Records

  • Every record has a favorite star in the top right corner

  • Easily toggle on or off

Per device. It does not save across multiple devices.

Hamburger Menu

Notification
Alerts

  • List of notes or actions created on a project, company or contact

  • Acknowledge by swiping to the left or right

Leads

  • List of leads

  • Click on lead to view detailed Information, Follow Ups, and Notes

  • Click on + sign at bottom right to Put on hold or Cancel Lead

  • Email, call or text the contact person directly from the Information page

Reports
Punch Lists / Hot Jobs

  • List of Punch List items

Help & Settings
Help Guide

Submit Feedback

  • Report a bug

  • Request a feature

Log out

  • No labels